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Heritage Wealth Management (Arizona)’s State Street SPDR Portfolio Long Term Corporate Bond ETF SPLB Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio SPLB Stock Details SPLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$73.1K Buy
3,256
+1,372
+73% +$30.6K 0.01% 454
2022
Q3 		$41K Sell
1,884
-1,406
-43% -$33.8K 0.01% 431
2022
Q2 		$79.3K Sell
3,290
-1,057
-24% -$26.5K 0.03% 359
2022
Q1 		$121K Buy
+4,347
New +$126K 0.03% 342
2021
Q3 		$363K Sell
11,572
-7,913
-41% -$254K 0.13% 124
2021
Q2 		$619K Buy
+19,485
New +$600K 0.23% 81

Other funds holding SPLB

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
NI
NYL Investors New York $265M AUM 3.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
MLICM
Metropolitan Life Insurance Company (MetLife) New York $328M AUM 9.77% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s SPLB Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) stake by 73% in Q4 2022, buying an estimated $30.6K and bringing the position to 3,256 shares worth $73.1K. The position accounts for 0.01% of the portfolio, ranked #454.

Heritage Wealth Management (Arizona) first reported a position in SPLB in Q2 2021 and has held it in 6 quarters since. The position peaked at $619K in Q2 2021. 102 funds tracked by Wall St. Rank hold SPLB as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 3,256 shares of State Street SPDR Portfolio Long Term Corporate Bond ETF worth $73.1K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 1,372 State Street SPDR Portfolio Long Term Corporate Bond ETF shares in Q4 2022, an estimated $30.6K.
  • State Street SPDR Portfolio Long Term Corporate Bond ETF made up 0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #454 holding.
  • Heritage Wealth Management (Arizona) first reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF in Q2 2021 and has held it in 6 quarters since.
  • Heritage Wealth Management (Arizona)'s State Street SPDR Portfolio Long Term Corporate Bond ETF position peaked at $619K in Q2 2021.
  • 102 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.